MCI Institutional Ownership & Shareholders
BARINGS CORPORATE INVESTORS (MCI) is currently held by 63 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $59.60M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bhk Investment Advisors, Llc is currently the largest disclosed institutional shareholder of MCI tracked by InsiderSet, reporting ownership valued at approximately $6.80M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.92M, representing an estimated gain of +1.82% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% of the total disclosed MCI value among the investors covered in this analysis. Major shareholders include Bhk Investment Advisors, Llc, Curbstone Financial Management Corp, Global Wealth Strategies & Associates, and several other long-term asset managers with concentrated positions in BARINGS CORPORATE INVESTORS (MCI).
This page ranks the largest institutional MCI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
63
Total Reported Value
$59.60M
Largest Holder
Bhk Investment Advisors, Llc
Largest Position
$6.80M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
76
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bhk Investment Advisors, Llc | 2.03% | 386,988 | $6,795,503 | $6,919,345 | +$123,842 | +1.82% | |
| Curbstone Financial Management Corp | 0.89% | 292,884 | $5,175,260 | $5,236,766 | +$61,506 | +1.19% | |
| Global Wealth Strategies & Associates | 0.84% | 260,773 | $4,607,859 | $4,662,621 | +$54,762 | +1.19% | |
| Barings Llc | 0.07% | 219,664 | $3,881,463 | $3,927,592 | +$46,129 | +1.19% | |
| Cetera Investment Advisers | 0.00% | 211,975 | $3,722,289 | $3,790,113 | +$67,824 | +1.82% | |
| Secure Asset Management, Llc | 0.47% | 200,680 | $3,546,008 | $3,588,158 | +$42,150 | +1.19% | |
| Morgan Stanley | 0.00% | 176,852 | $3,105,532 | $3,162,114 | +$56,582 | +1.82% | |
| Sky Investment Group Llc | 0.33% | 173,289 | $3,062,017 | $3,098,407 | +$36,390 | +1.19% | |
| Smith Asset Management Co., Llc | 2.41% | 167,534 | $2,960,338 | $2,995,508 | +$35,170 | +1.19% | |
| Beacon Pointe Advisors, Llc | 0.01% | 93,996 | $1,650,570 | $1,680,648 | +$30,078 | +1.82% | |
| Tsp Capital Management Group, Llc | 0.39% | 86,620 | $1,530,580 | $1,548,766 | +$18,186 | +1.19% | |
| Mml Investors Services, Llc | 0.00% | 86,548 | $1,519,781 | $1,547,478 | +$27,697 | +1.82% | |
| Caldwell Sutter Capital, Inc. | 0.56% | 83,984 | $1,474,759 | $1,501,634 | +$26,875 | +1.82% | |
| Patriot Investment Management Group, Inc. | 0.07% | 68,100 | $1,203,327 | $1,217,628 | +$14,301 | +1.19% | |
| Lpl Financial Llc | 0.00% | 63,324 | $1,111,962 | $1,132,233 | +$20,271 | +1.82% | |
| Equitable Holdings, Inc. | 0.01% | 61,501 | $1,079,956 | $1,099,638 | +$19,682 | +1.82% | |
| Kestra Advisory Services, Llc | 0.00% | 60,516 | $1,069,311 | $1,082,026 | +$12,715 | +1.19% | |
| Commonwealth Equity Services, Llc | 0.00% | 60,407 | $1,067,400 | $1,080,077 | +$12,677 | +1.19% | |
| Raymond James Financial Inc | 0.00% | 55,520 | $974,933 | $992,698 | +$17,765 | +1.82% | |
| Future Financial Wealth Managment Llc | 0.47% | 43,725 | $772,621 | $781,803 | +$9,182 | +1.19% | |
| Benjamin Edwards Inc | 0.01% | 42,011 | $737,718 | $751,157 | +$13,439 | +1.82% | |
| Bank Of America Corp | 0.00% | 41,680 | $731,902 | $745,238 | +$13,336 | +1.82% | |
| World Investment Advisors | 0.01% | 41,476 | $715,044 | $741,591 | +$26,547 | +3.71% | |
| Osaic Holdings, Inc. | 0.00% | 38,577 | $677,557 | $689,757 | +$12,200 | +1.80% | |
| Vanguard National Trust Co | 0.03% | 30,100 | $528,556 | $538,188 | +$9,632 | +1.82% | |
| Cerity Partners Llc | 0.00% | 26,505 | $465,430 | $473,909 | +$8,479 | +1.82% | |
| Jacobs Equity Llc | 0.31% | 25,776 | $452,627 | $460,875 | +$8,248 | +1.82% | |
| Envestnet Asset Management Inc | 0.00% | 23,539 | $413,340 | $420,877 | +$7,537 | +1.82% | |
| Us Bancorp \De\ | 0.00% | 18,288 | $321,137 | $326,989 | +$5,852 | +1.82% | |
| St Germain D J Co Inc | 0.01% | 18,122 | $318,224 | $324,021 | +$5,797 | +1.82% | |
| Rockefeller Capital Management L.P. | 0.00% | 18,025 | $316,531 | $322,287 | +$5,756 | +1.82% | |
| Farther Finance Advisors, Llc | 0.00% | 17,622 | $311,373 | $315,081 | +$3,708 | +1.19% | |
| Focus Partners Wealth | 0.00% | 17,568 | $308,510 | $314,116 | +$5,606 | +1.82% | |
| Ubs Group Ag | 0.00% | 16,906 | $296,869 | $302,279 | +$5,410 | +1.82% | |
| Jones Financial Companies Lllp | 0.00% | 16,598 | $289,133 | $296,772 | +$7,639 | +2.64% | |
| Commerce Bank | 0.00% | 15,256 | $267,895 | $272,777 | +$4,882 | +1.82% | |
| Huntington National Bank | 0.00% | 13,500 | $237,060 | $241,380 | +$4,320 | +1.82% | |
| Stonebridge Capital Advisors Llc | 0.02% | 13,400 | $235,304 | $239,592 | +$4,288 | +1.82% | |
| Perigon Wealth Management, Llc | 0.00% | 12,340 | $218,048 | $220,639 | +$2,591 | +1.19% | |
| Susquehanna International Group, Llp | 0.00% | 12,206 | $214,337 | $218,243 | +$3,906 | +1.82% | |
| Jane Street Group, Llc | 0.00% | 11,718 | $205,768 | $209,518 | +$3,750 | +1.82% | |
| Millennium Management Llc | 0.00% | 11,292 | $198,288 | $201,901 | +$3,613 | +1.82% | |
| Montag A & Associates Inc | 0.01% | 8,217 | $145,195 | $146,920 | +$1,725 | +1.19% | |
| Fifth Third Bancorp | 0.00% | 6,973 | $122,446 | $124,677 | +$2,231 | +1.82% | |
| Wells Fargo & Company/Mn | 0.00% | 5,840 | $102,557 | $104,419 | +$1,862 | +1.82% | |
| Buck Wealth Strategies, Llc | 0.01% | 5,222 | $92,264 | $93,369 | +$1,105 | +1.20% | |
| Royal Bank Of Canada | 0.00% | 4,764 | $84,000 | $85,180 | +$1,180 | +1.41% | |
| Whipplewood Advisors, Llc | 0.05% | 4,055 | $71,652 | $72,503 | +$851 | +1.19% | |
| Bok Financial Private Wealth, Inc. | 0.00% | 2,825 | $49,607 | $50,511 | +$904 | +1.82% | |
| Thomas J. Herzfeld Advisors, Inc. | 0.01% | 2,081 | $36,542 | $37,208 | +$666 | +1.82% |
Frequently asked questions about MCI
Who are the largest institutional holders of MCI?
The largest institutional holders of MCI reported in the latest SEC Form 13F filings include Bhk Investment Advisors, Llc, Curbstone Financial Management Corp, Global Wealth Strategies & Associates, Barings Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported MCI position.
What is MCI institutional ownership?
This page tracks MCI positions reported by institutional investment managers through SEC Form 13F. BARINGS CORPORATE INVESTORS (MCI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MCI?
InsiderSet currently tracks 63 institutional managers reporting MCI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MCI shareholders.
How much MCI stock do institutions own?
Institutional investment managers disclosed approximately $59.60M in MCI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MCI institutional ownership last updated?
The latest MCI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MCI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MCI position after the reporting date.
Are institutions buying or selling MCI?
Institutional buying and selling can be analyzed by comparing MCI positions across consecutive 13F reporting periods. InsiderSet's MCI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MCI ownership changes.
How has MCI institutional ownership changed over time?
InsiderSet tracks MCI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.